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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,130 | $95,975-48.8% | $74,552-34.1% | $135,382-63.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -9.87% | 56.96%-66.8pp | 32.53%-42.4pp | 519.77%-529.6pp |
| Employer contribution / active EE | $3,628 | $2,716+33.6% | $1,961+85.0% | $4,779-24.1% |
| Participant deferral / active EE | $9,646 | $3,844+151.0% | $3,108+210.3% | $5,609+72.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |